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Stonebridge Capital Advisors’s Southern Company SO Stock Holding History

Stonebridge Capital Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Sell
3,317
-36
-1% -$3.33K 0.02% 175
2025
Q4 		$292K Hold
3,353
– – 0.02% 170
2025
Q3 		$318K Sell
3,353
-222
-6% -$20.7K 0.02% 164
2025
Q2 		$328K Buy
3,575
+123
+4% +$11K 0.02% 162
2025
Q1 		$317K Sell
3,452
-234
-6% -$20.3K 0.03% 158
2024
Q4 		$303K Buy
3,686
+36
+1% +$3.16K 0.02% 171
2024
Q3 		$329K Buy
3,650
+187
+5% +$16K 0.03% 171
2024
Q2 		$269K Hold
3,463
– – 0.02% 178
2024
Q1 		$248K Sell
3,463
-15
-0.4% -$1.03K 0.02% 189
2023
Q4 		$244K Sell
3,478
-67
-2% -$4.6K 0.02% 186
2023
Q3 		$229K Sell
3,545
-78
-2% -$5.41K 0.03% 185
2023
Q2 		$255K Buy
3,623
+190
+6% +$13.6K 0.03% 180
2023
Q1 		$239K Sell
3,433
-1,108
-24% -$74.6K 0.03% 181
2022
Q4 		$324K Sell
4,541
-54
-1% -$3.61K 0.04% 155
2022
Q3 		$312K Sell
4,595
-822
-15% -$62.3K 0.04% 153
2022
Q2 		$386K Buy
5,417
+308
+6% +$22.6K 0.05% 147
2022
Q1 		$370K Sell
5,109
-220
-4% -$14.9K 0.04% 155
2021
Q4 		$365K Buy
5,329
+135
+3% +$8.61K 0.04% 152
2021
Q3 		$322K Sell
5,194
-3,706
-42% -$239K 0.04% 156
2021
Q2 		$546K Buy
8,900
+4,450
+100% +$285K 0.03% 161
2021
Q1 		$277K Buy
4,450
+100
+2% +$5.99K 0.04% 157
2020
Q4 		$267K Buy
4,350
+243
+6% +$14.6K 0.04% 156
2020
Q3 		$223K Sell
4,107
-80
-2% -$4.28K 0.04% 159
2020
Q2 		$217K Buy
4,187
+280
+7% +$15.6K 0.04% 159
2020
Q1 		$212K Sell
3,907
-1,600
-29% -$101K 0.04% 151
2019
Q4 		$351K Buy
5,507
+600
+12% +$37.2K 0.06% 138
2019
Q3 		$303K Sell
4,907
-300
-6% -$17.4K 0.05% 139
2019
Q2 		$288K Sell
5,207
-250
-5% -$13.4K 0.05% 144
2019
Q1 		$282K Sell
5,457
-217
-4% -$10.6K 0.05% 146
2018
Q4 		$249K Buy
5,674
+160
+3% +$7.27K 0.06% 131
2018
Q3 		$240K Buy
5,514
+50
+0.9% +$2.3K 0.05% 147
2018
Q2 		$253K Hold
5,464
– – 0.06% 140
2018
Q1 		$244K Sell
5,464
-544
-9% -$24.2K 0.06% 142
2017
Q4 		$289K Sell
6,008
-313
-5% -$15.9K 0.07% 137
2017
Q3 		$311K Buy
6,321
+1,158
+22% +$56.1K 0.08% 131
2017
Q2 		$247K Sell
5,163
-107
-2% -$5.37K 0.06% 135
2017
Q1 		$262K Sell
5,270
-12
-0.2% -$593 0.07% 132
2016
Q4 		$260K Buy
5,282
+432
+9% +$21.2K 0.08% 130
2016
Q3 		$249K Hold
4,850
– – 0.08% 133
2016
Q2 		$260K Hold
4,850
– – 0.09% 128
2016
Q1 		$251K Buy
4,850
+100
+2% +$4.87K 0.09% 127
2015
Q4 		$222K Sell
4,750
-150
-3% -$6.8K 0.08% 130
2015
Q3 		$219K Sell
4,900
-229
-4% -$10K 0.09% 131
2015
Q2 		$215K Hold
5,129
– – 0.08% 135
2015
Q1 		$227K Buy
5,129
+257
+5% +$12.2K 0.09% 135
2014
Q4 		$239K Hold
4,872
– – 0.1% 131
2014
Q3 		$213K Sell
4,872
-35
-0.7% -$1.54K 0.09% 134
2014
Q2 		$223K Hold
4,907
– – 0.1% 133
2014
Q1 		$216K Buy
+4,907
New +$206K 0.11% 129

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stonebridge Capital Advisors's SO Position: Q1 2026 in Review

Stonebridge Capital Advisors reduced its Southern Company (SO) stake by 1.1% in Q1 2026, selling an estimated $3.33K and leaving 3,317 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #175.

Stonebridge Capital Advisors first reported a position in SO in Q1 2014 and has held it in 49 quarters since. The position peaked at $546K in Q2 2021. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Stonebridge Capital Advisors held 3,317 shares of Southern Company worth $320K as of Q1 2026.
  • Stonebridge Capital Advisors sold 36 Southern Company shares in Q1 2026, an estimated $3.33K.
  • Southern Company made up 0.02% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #175 holding.
  • Stonebridge Capital Advisors first reported a position in Southern Company in Q1 2014 and has held it in 49 quarters since.
  • Stonebridge Capital Advisors's Southern Company position peaked at $546K in Q2 2021.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.